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Rydex Dow 2x Strategy H (RYCVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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148.07+3.32 (+2.29%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.26%
5-year average return10.97%
Number of years up14
Number of years down5
Best 1-yr total return (2 May 2024)61.52%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return61.52%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYCVXCategory
YTD-1.15%0.00%
1-month-10.31%0.00%
3-month-2.96%0.00%
1-year17.22%0.00%
3-year3.94%0.00%
5-year9.85%0.00%
10-year14.99%0.00%
Last bull market42.39%36.44%
Last bear market-22.06%-31.42%

Annual total return (%) history

Year
RYCVXCategory
2024
N/AN/A
2023
23.42%N/A
2022
-19.86%N/A
2021
40.35%N/A
2020
1.93%N/A
2019
47.46%N/A
2018
-13.85%N/A
2017
57.88%N/A
2016
30.05%N/A
2015
-4.63%N/A
2014
16.39%9.51%
2013
61.52%46.91%
2012
16.34%N/A
2011
8.42%N/A
2010
22.36%N/A
2009
38.43%N/A
2008
-62.30%N/A
2007
7.34%N/A
2006
30.28%N/A
2005
-3.71%N/A
2004
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.21%N/AN/AN/A
2023-0.45%5.75%-6.20%24.98%
2022-9.09%-22.06%-13.74%31.11%
202116.00%9.35%-3.86%15.09%
2020-46.29%35.23%15.57%21.44%
201922.93%4.82%1.90%12.31%
2018-5.98%0.96%18.62%-23.49%
20179.66%6.99%10.36%21.93%
20162.97%3.12%4.68%17.01%
2015-0.61%-1.54%-14.89%14.51%
2014-1.21%4.87%2.81%9.28%
201323.96%4.65%3.53%20.26%
201216.95%-4.74%9.31%-4.45%
201113.24%1.44%-24.15%24.43%
20108.73%-19.78%21.52%15.45%
2009-26.64%23.31%32.49%15.49%
2008-16.17%-14.99%-10.26%-41.05%
2007-2.85%16.49%5.76%-10.32%
20066.64%-0.23%8.36%13.00%
2005-5.59%-5.01%5.18%2.08%
20041.27%-7.10%14.12%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year17.22%
3-year3.94%
5-year9.85%
10-year14.99%